Services for Individuals

One of the best ways to ensure your financial future is to know all your options and learn about the paths that will help lead to success. O'Meara Financial Group can help you review your financial objectives and direct you toward your goals. We will advise you on your alternatives and help you to implement appropriate stratagies.

The services we provide include:

  • Comprehensive Financial Planning
  • Budgeting, cash flow management, banking and emergency planning
  • Risk Management review and strategies
  • Monitoring and investing assets
  • Planning for Retirement
  • Planning for College
  • Estate Planning
  • Reviewing the need for disability, life and long-term care insurance
  • Asset Protection Strategies
  • Charitable Planning